+393.3%
ATI vs ENPH
+247.6%
+145.7%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENPH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -2.7% | -1.1% | -3.4% |
| 7D | +4.2% | -8.4% | +12.6% | +5.4% |
| 30D | -2.5% | -11.2% | +8.6% | -1.3% |
| 3M | -19.4% | -36.1% | +16.6% | -15.0% |
| 6M | +11.1% | -37.9% | +49.0% | +16.1% |
| YTD | +59.5% | -18.7% | +78.2% | +58.0% |
| 1Y | +85.8% | -9.8% | +95.6% | +81.4% |
| 3Y | +311.9% | -66.8% | +378.7% | +331.9% |
| 5Y | +963.2% | -89.6% | +1,052.9% | +1,152.1% |
| 10Y | +977.6% | +2,186.8% | -1,209.2% | +427.0% |
| All | +393.3% | +247.6% | +145.7% | +179.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ENPH.
Daily Out/Under-Performance
Portfolio return minus ENPH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENPH return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded ENPH wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling